James Wu

James comes with a vast experience of over 14 years in Senior Managerial roles and relationship building roles in Australia and overseas with reputed Banks such HSBC, Barclays, Citibank. Over the years James has achieved many awards as a top performer and has been excelling his field of experience. His experiences in the Banking industry, Banking products and the training of the past help him to ensure quality advice and services to the clients.

Identifying the most suitable loans can be a difficult task and unchartered area for some. With over 50 lenders and with more than 200 products it is a complete maze where one gets lost. It is his role to work with you, to inform on the best alternatives and identify the most suitable loan that fits well with the current financial circumstances.

James’s passion to manage client relationship and their business portfolio makes his role as a Mortgage Broker very interesting. A very composed, outgoing individual with lots of positive attitude helps him to connect easily with clients. Not to mention, his Credit analytical skill, expertise in structuring deals, familiarity with risk identification and mitigating solutions has been the strongest characteristic that is leveraged to identify most suitable lenders and products for any difficult circumstance.

For James, it is a thrilling experience to work with clients to undo the complexity of their financial circumstances and provide easy to understand alternatives. James has held various roles in the past and includes roles such as Senior Relationship Manager, Personal Banking Executive and many more.

James’s knowledge and perfect execution skills is backed by 14 years of corporate discipline, especially from the finance industry and academical knowledge through industry qualifications including a Certificate IV in Mortgage Brokering to name just a few. His qualification backed with several years of experience in the finance industry assures that his recommendations are considered and tailored.